+164.4%
CMI vs LPLA
+142.4%
+22.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | +0.8% | -3.7% | +4.5% | +1.9% |
| 30D | -12.8% | -6.4% | -6.4% | -11.1% |
| 3M | -12.4% | +20.2% | -32.6% | -17.5% |
| 6M | -0.9% | +12.8% | -13.7% | -5.3% |
| YTD | +8.9% | -2.5% | +11.4% | +8.8% |
| 1Y | +37.7% | +1.9% | +35.8% | +35.2% |
| 3Y | +148.9% | +45.0% | +103.9% | +114.9% |
| 5Y | +164.4% | +146.6% | +17.8% | +64.5% |
| All | +164.4% | +142.4% | +22.0% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LPLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling